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Firm Management

CPAs Asked What Challenges They Face, How Often They Brief Clients

Accounting technology maker Wolters Kluwer, CCH is again asking CPAs, accountants, tax professionals and other attendees at its CCH Connections User Conference 2014 ito respond to daily poll questions, and then shares the results via a large monitor.

CCH_Poll_question_display.545007f2b1755

Accounting technology maker Wolters Kluwer, CCH is again asking CPAs, accountants, tax professionals and other attendees at its CCH Connections User Conference 2014 ito respond to daily poll questions, and then shares the results via a large monitor.

Similar to the “Have you hit the wall?” interactive survey at last year’s conference, this year CCH is askign attendees to respond to questions posted on a new User Conference App. Instead of placing logos on a wall, attendees can easily mark responses on their tablets and smart phones and then see the results on a large video display.

On the first day of the conference, CCH asked the following questions with the responses shown:

Q: What challenge do you most hope to tackle in 2015:

  • Attracting/retaining talent – 27 %
  • Developing future leaders – 17%
  • Productivity/profitability – 33%
  • Attracting new clients – 20%
  • Retaining existing clients – 3%

 

Q: How often do you contact clients about new tax developments?

  • Once a year – 20%
  • Twice a year – 14%
  • Quarterly – 30%
  • Monthly or more frequently – 30%
  • Never – 5%